Tuesday - 7.40am
Location: HEXUS HQ aka My Hotel room overlooking the bay area
Health Update: Feeling very ill, cold or flu I believe
So today is the opening day of IDF for 2004 and I suspect we will see some interesting stuff. I know I will have some Alderwood and other DDR2 stuff for you guys later today.
Intels Keynote starts in 2 hours, I believe we will see a pattern which we have seen before with these.
I doubt that we will see formal 64bit extentions to the Ix86 platform - however Intel will annouce some degree of 64bit support. I do believe we will see some sort of incarnation of a chipset which will bring 64bit memory addressing to the workstation and low cost server market - Xeon. Whether just a new memory controller or total addons to instruction sets. If Intel do bring 64bit stuff, and they will drive the support. The recent Microsoft WinXP 64 operating system has some interesting file structures. AMD64, IA64, and another Product?
Tejas the desktop CPU I believe will come to the market with this, but it will be disabled until Intel need to play their trump card.
I also think we will see more on the digital home, and Intel will bring the Pentium-M combination - low power, low noise out for the 'space confined' PC. This makes a lot of sense to us, and to you - this is why Intel stated yesterday they want this new market segment.
Anyway I will file my formal report after the keynote, and I hope you look forward to it. We also are pretty confident with what we have said so far....
And one for the road, an secret 'person' confirmed that NVIDIA are launching the nForce5 solution to tie in with the Granstdale launch. He classed it as an 'important move for Intel and NVIDIA, since it will hurt sales of AMD products.....', '....NVIDIA have just as big following of their GPUs in the Chipset biz'. This will come to market with DDR2, PCIE. NVIDIA have sent out a formal press release about their PCIE cards over on the main page. We are trying to get shots as we speak.